# Physicians Primary Care Of Southwest Florida, P.L. 401(k) Plan
Source: https://planprovider.pro/companies/physicians-primary-care-of-southwest-florida-p-l-401k-plan

> Physicians Primary Care Of Southwest Florida, P.L.'s 401(k) plan: 225 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Physicians Primary Care Of Southwest Florida, P.L.

- **Sponsor EIN:** 650603006

- **Sponsor Address:** 12730 NEW BRITTANY BLVD., SUITE 602, FORT MYERS, FL, 33907

- **Plan Type:** 401(k)

- **Total Participants:** 225

- **Total Assets:** $29.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|225|$29.8M|$637,466|$1.3M|

| 2023|209|$27.2M|$588,597|$1.2M|

| 2022|210|$25.6M|$556,184|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EVERHART FINANCIAL GROUP INC|INVESTMENT ADVISOR|$44,468|—|$44,468|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORDKEEPER|$16,263|—|$16,263|

| PROGRESSIVE PENSION ADMIN., INC.|CONTRACT ADMIN|$15,296|—|$15,296|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT ADVISOR|$9,399|—|$9,399|

| HSC/TUSCAN & COMPANY, PA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HSC/TUSCAN & COMPANY, PA](https://planprovider.pro/provider/hsctuscan-and-company-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $85,426

- **Estimated Expense Ratio:** 0.286% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$74,909|—|$74,909|—|—|

| 2023|$67,860|—|$67,860|—|—|

| 2022|$70,639|$70,639|—|—|—|

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